Entering a Quotation - Del. Terms Card
- Delivery Terms
- Paste Special
Delivery Terms setting, Sales/Purchase Orders module
- Default taken from Customer (Sales Del. Terms)
- Specify the Delivery Terms for this Quotation here. You will tend to use this field for international Customers: examples might be Cost, Insurance, Freight or Free On Board.
- For each Delivery Term record you can specify an appropriate description in different Languages: the Language for the Quotation (described below) will therefore determine the translation to be printed on any documentation produced from the Quotation.
- Delivery Mode
- Paste Special
Delivery Modes setting, Sales Orders module
- Default taken from Customer (Sales Del. Mode)
- Enter the mode of shipping used for this Quotation. Examples might be Post or Courier, or might specify the name of the courier that you will eventually use to supply the goods on the Quotation.
- For each Delivery Mode record you can specify an appropriate description in different Languages: the Language for the Quotation (described below) will therefore determine the translation to be printed on any documentation produced from the Quotation.
- Route
- Default Taken from
Customer (Sort Key)
- The Sort Key (post code or your own routing code) of the Customer will be copied here. When an Order is created from this Quotation, it will be used by the Sorted Order List report, a list in Sort Key order of Orders with a particular Planned Delivery Date. This report can be used as an aid for delivery drivers.
- Location
- Paste Special
Locations setting, Stock module
- Used as default in Orders, Deliveries
- If it is known that the stock which will eventually be used to satisfy this Quotation is to be taken from a particular Location, specify that Location here.
- If you have specified a Main Location in the Stock Settings setting, leaving this field blank means that stock from the Main Location will be used. Note, however, that the Require Location option in the same setting has no power over this field. If you are using this option, you will not have to enter a Location here, but you will have to specify one in any Deliveries eventually resulting from this Quotation.
- A default Location can be brought in from the 'Bonus' card of the user's Person record.
- If the 'Item Status' window is on screen, the quantities shown will refer to the Location specified here.
- Branch
- If your company has several Branches (e.g. several shops), you can specify the Branch where each client machine is located in the Local Machine setting in the User Settings module. You should do this individually on each client machine, and each Branch must have its own record in the Contact register. When you create a Quotatioon, the Branch where the client machine is located will be recorded here and cannot be changed. Branch details will be printed on the Quotation document if you have included the various Branch fields in your Form design.
- Total Quantity
- This field shows the total number of Items on the Quotation and is updated automatically whenever you save the Quotation. If this figure becomes inaccurate for any reason, use the 'Recalculate Weight and Volume' function on the Operations menu to update it.
- Total Weight
- Default taken from
Items - This field will contain a calculated value based on the Quantity and the Weight of the Items, and is updated automatically whenever you save the Quotation. If the Weight of one of the Items is changed or if this figure becomes inaccurate for any other reason, use the 'Recalculate Weight and Volume' function on the Operations menu to update this field.
- Total Volume
- Default taken from
Items
- This field will contain a calculated value based on the Quantity and the Volume of the Items, and is updated automatically whenever you save the Quotation. If the Volume of one of the Items is changed or if this figure becomes inaccurate for any other reason, use the 'Recalculate Weight and Volume' function on the Operations menu to update this field.
- Order No.
- In the case of a Quotation that you have converted to an Order (using the 'Order' function on the Operations menu), the Order Number of that Order will be shown here. If you have created more than one Order, the last Order Number will be shown. Quotations with an Order Number will not be shown in the Quotation Stock report, even if their Status is Open.
- Planned Delivery
- Paste Special
Choose date
- The planned shipment date. The format of this field is determined by the Planned Delivery setting. Available options are free text, date, week number or year-week (four characters).
- You should use this field when you need to deliver on a particular fixed date. If you need to deliver a certain number of days after the Order Date (an unknown date when issuing the Quotation), use the Days to Delivery field (below).
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